5 key features for a successful JIRA – Confluence integration


Posted by
Jean-Baptiste MBA

March 7, 2014

Do you use JIRA? Do you also use Confluence? And do you feel like you have two different tools completely disconnected from one another, rather than a unique, powerful and flexible collaborative and integrated platform? If so, this article is for you. It focuses on five native features that connects JIRA and Confluence so you can really start unleashing the power of your collaborative platform.

1. List your JIRA issues within Confluence

The “JIRA Issues” macro provides a simple way to list your JIRA issues within Confluence. It works this way:

1. Open a Confluence Page of your choice in “Edit” mode

2. Set the focus on the spot where you want to insert your list of issues within the Rich Text Editor

3. Select the “JIRA Issues” macro from the “Macro Browser” as pictured below

Lister vos demandes JIRA dans Confluence4. Insert your list’s criteria on a JQL format as pictured below

Paramétrage de la macro JIRA Issue à l'aide du JQL

The result should look like this…

 demandes jira dans confluence2

2. Create your JIRA issues from Confluence

You can also use the JIRA Issues macro to create your JIRA issues directly from Confluence. In order to do so, select the “Create New Issue” tab – instead of the “Search” one – from that macro’s configuration panel, as shown in the following illustration, and fill in the fields.

create new issue-en

Notice that if your Confluence version is 5.4 and above, you can also create a JIRA issue from a text selected in Confluence through the following process:

1. Go to the Confluence Page of your choice

2. Select the text from which you want to create your issue as pictured below

selection de texte dans Confluence3. Click on the « Create JIRA Issue » from the contextual menu which appeared then

create jira issue from text4. The issue creation form appears… it’s up to you!

formulaire de creation des demandes-en

3. Display your JIRA dashboards into Confluence

It is also possible to display your JIRA Dashboard’s gadgets within Confluence, after having applied the registration procedure described here. Registered gadgets can then be exploited from the Confluence macros browser as shown in the picture below.

Les gadgets JIRA dans le navigateur de macro Confluence-en

4. Display your Confluence pages within JIRA’s dashboards

Conversely, the “Confluence Page Gadget” lets you view a Confluence page in JIRA. It is actually a Confluence gadget which becomes available in JIRA when the JIRA-Confluence Application Links have been configured. Once set up, the “Confluence Page Gadget” appears in the JIRA’s Gadget Directory as shown in the picture below.

Le Confluence Page Gadget

As shown in the picture below, its configuration consists in the selection of the page you want to display – and its space.

Paramétrage du Confluence Page Gadget The end result should look like this…

page confluence sur un tableau de bord JIRA-en

5. Link your JIRA issues to Confluence pages

Lastly, those of you who are the the most familiar with Atlassian product know that it is possible to link a JIRA issue to a Confluence page through this basic 3 steps process:

1. Click on the « Link » button from the “More” menu on the screen view of your JIRA issuele bouton lien sert aussi a lier des demandes JIRA et des pages Confluence-en

2. Select the “Confluence Page” tab as shown in the picture below

onglet Page Confluence qui permet de lier une page Confluence a une demande JIRA-en3. Enter the URL of the Confluence page to which you want to link your issue

selection de la page confluence-en

It’s done! The whole final picture should look like below.

resultat final liaison jira-confluence-en

PS: This last feature only works for JIRA 5 and above.

Conclusion

Over the past few years, Atlassian has worked hard to reinforce the JIRA-Confluence integration. And this is particularly true for releases above Confluence 5.0 and JIRA 5.2. The features presented in this article do not require any plugin or custom development but a prior configuration is necessary.

Need more information or guidance on this topic? Our JIRA and Confluence experts are also here to help. Please, feel free to contact them here or meet them during our training sessions.